Differences

This shows you the differences between two versions of the page.

--- moneyworks:per_customer_pricebook_v2 [2014/03/10 09:35] – [Product Groups] Craig Drown
+++ moneyworks:per_customer_pricebook_v2 [2016/07/07 10:55] (current) – [Viewing prices] Mandeswori Maharjan
@@ Line 16: / Line 16: @@
   - {{ :moneyworks:product_list.png?600 |}}
   - Click the **Pricebook** button in the toolbar
-  - You'll be asked to enter the customer code:
+  - You'll be asked to select the customer or Group:
-  - {{ :moneyworks:choose_customer.png |}}
+  - {{ :moneyworks:choose_customer.png?400 |}}
+  - Select customer for customer code and Group for customer group code. Customers are grouped by Customer Category 4.
   - You'll be alerted if you enter an invalid code, else if you enter a valid customer code and the values in the window are blank, you're adding a new product/customer combination. If values are already filled in, you're editing:
   - {{ :moneyworks:price_edit.png?400 |}}
     - You only have to fill in a price. Other fields are optional
-    - If there is no expiry date for the special prices, enter a date well into the future (e.g. 1/1/50). You can't leave it blank.
+    - If there is no expiry date for the special prices, enter a date well into the future (e.g. 1/1/50) else it will take defaut future date. You can't leave it blank.
+  - You will get an alert if the record is already in the price book. You can choose to delete or edit the record.
+  - {{ :moneyworks:delete_price.png?400 |}}
 ===== Viewing prices =====
-  - To view prices, choose **Pricebook Report** from the reports menu:
+  - To view prices for selected Items, select items in Items list and choose **Pricebook Product table** from the reports menu:
+  - To view prices for selected customer, select Customers in Name list and choose **Pricebook for highlighted Customers** from the reports menu:
   - {{ :moneyworks:pricebook_report.png |}}
 ===== Using special prices =====
   * There is nothing special you have to do. When entering a sales order or invoice, when you select a combination of custom and product that has special pricing, that pricing will be used. See the previous report example: customer "BSUPP" has a price of $20 for the product BA100. The price is inserted automatically.
@@ Line 32: / Line 35: @@
   * If the quantity was increased to above a price break level, the price is updated to the relevant price you've specified.
-===== Using Product Groups to Restrict Sales =====
-This script also allows you to restrict the supply of particular groups of products to only certain customers.
-Once you have assigned a group to a customer, you will only be able to supply that customer with products from the defined group(s)
-==== To put products in groups ====
-  * Fill out the "category1" field for each product with the group name for that product.
-==== To assign a group to a customer ====
-  * Highlight the customer in the list
-  * Click the **Add group** button in the toolbar
-  * Fill in the group name in the window that appears.
-  * Click **OK**
-==== To Remove a group from a customer ====
-  * Follow the steps above to add a group.
-  * If the group is already assigned to a customer you will be shown an alert window.
-  * Check the "Remove this product group" checkbox
-  * Click **OK**
 ===== Important Caveats =====
@@ Line 59: / Line 44: @@
 ^ Field ^ Data stored ^
 | Key | concatenated product code plus name code |
-| Float1 | the special price of the item. (Set to -1 if the record is no longer needed) |
+| Text | the special price(s) of the item along with the price breaks in format special_price;pricebreak1-specialprice1;pricebreak2-specialprice2;etc  \\ (Set to "-1" if the record is no longer needed) |
+|Date1 | The expiry date of the price. Set to 1/1/2040 if you don't want the item to expire |
+|Float1 | The percentage discount for the item when supplied to this customer. Set to zero if special prices, not discounts are to be used|